Credit unions, with their favorable interest rates and low fees, can be good alternatives to big commercial banks. But if you're an investor looking for a one-stop shop, you may shun them for their lack of online stock trading services. Well, don't: Many now offer online brokerage accounts, too.

Charles Schwab will likely come in below analysts' estimates when it releases fourth quarter earnings on Thursday. Among its problems: a slowdown in trading volumes and an acceleration of money market fund fee waivers.